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Thursday 24 September 2026
Commentary: Apple's M8 Ultra AI server plan could pull Apple Silicon into Nvidia's enterprise infrastructure game

After more than a decade away, Apple may be preparing to return to the enterprise server market. According to

Thursday 24 September 2026
Supermicro begins shipping Nvidia Vera Rubin NVL72 AI racks
Supermicro has begun shipping Nvidia's next-generation Vera Rubin NVL72 systems, moving the rack-scale platform from product demonstrations into customer deployments as AI infrastructure...
Thursday 24 September 2026
Qualcomm's PickNik deal brings robotics software to its edge AI push
MoveIt's integration with Qualcomm's Dragonwing and Arduino platforms could give robot builders a more direct route from on-device AI to motion planning and control, while also testing...
Thursday 24 September 2026
GMI AI compute leasing business sells out in US as big users lock in long contracts

GMI Technology, a Taiwan-based electronics component distributor and application solutions provider, said its AI computing rental business...

Thursday 24 September 2026
ASRock Industrial's game-streaming win signals longer revenue tail, but supply risks remain

ASRock Industrial has secured a large North American game-streaming services project that could extend well into 2027, according to...

Wednesday 23 September 2026
LG Electronics, Microsoft enter partnership on AI data centers, physical AI
LG Electronics entered a partnership with Microsoft to cooperate on a range of AI initiatives. The two firms agreed to work together on AI data centers, LG Electronics' AI data transformation,...
Wednesday 23 September 2026
ZDT prices US$800M ECB to expand AI server PCB push

Printed circuit board (PCB) maker Zhen Ding Technology (ZDT) Group completed pricing of its sixth overseas convertible bond issue on...

Wednesday 23 September 2026
LG Energy enters Nvidia's ecosystem as it pivots batteries to data centers
LG Energy's battery energy storage system (BESS) has entered Nvidia's AI Factory ecosystem. Its qualification by the chipmaker comes as LG Energy is reorienting its North American...
Wednesday 23 September 2026
Gigabyte's Giga Computing sets up AI factory in Taiwan to accelerate rack validation

Gigabyte's AI server shipments continue to accelerate, lifting revenue and profit while prompting capacity expansion. For the first...

Wednesday 23 September 2026
CME Group's GPU futures debut stalls as CFTC flags concerns
As artificial intelligence transitions into a primary driver of global economic growth, computing power is shifting from a basic cloud utility to an emerging financial asset class...
Wednesday 23 September 2026
Einride builds its next autonomous truck on Nvidia Hyperion as the gap between fleet, driverless fleet stays wide

Nvidia's effort to make its autonomous-vehicle stack the default foundation for heavy freight gained a partner with paying customers...

Wednesday 23 September 2026
Taiwan's August export orders top US$100 billion as overseas production edges up

Taiwan's export orders topped US$100 billion in August 2026, reaching US$102.96 billion, up US$5.02 billion from the previous month,...

Wednesday 23 September 2026
Win Semiconductors expands optical communications capacity with DUV tools
Optical communications capacity is in short supply as surging computing demand from AI data centers turns transmission into a bottleneck for AI infrastructure. The market is shifting...
Tuesday 22 September 2026
SiPearl delivers first homegrown server chips for Europe's exascale supercomputer
SiPearl, a fabless company backed by the European Union and France, has delivered the first Rhea1 CPU samples to Bull for integration into Europe's JUPITER supercomputer, moving the...
Tuesday 22 September 2026
Microsoft opens fourth India cloud region, casting Hyderabad as an AI hub for Asia and the Global South
Microsoft has turned a headline slice of its US$20.5 billion India commitment into operating infrastructure, opening a Hyderabad cloud region it intends to serve customers well beyond...